Personal Financial Counselor; USNR San Diego
$58.44k - $93.5kMagellan Federal
Position Summary This position provides personal financial services at assigned military installations. The counselor delivers a full breadth of personal financial counseling services to military service members and their families, including one‑on‑one counseling, briefings, presentations, and referral resources. The counselor works closely with installation and branch points of contact to ensure the program meets installation needs. Responsibilities Provide personal financial counseling and management services directly to service members and their families. Assist service members in establishing a spending plan for extended absences. Develop and make available informational financial materials. Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops covering topics across the military lifecycle. Respond to requests for age‑appropriate classes or seminars. Effectively utilize virtual counseling or other electronic communication modes. Manage duty‑to‑warn situations per DoD protocol. Communicate with leadership and participate in regular supervision, sharing trends and issues. Participate in regular in‑services, training, quality improvement committees, or other contract activities as assigned. Perform all other duties as assigned. Qualifications Bachelor’s degree required; associate degree with 4 years’ experience or high school diploma with 6 years’ experience may be considered. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required by contract. Must obtain a favorably adjudicated Tier 2 investigation. Must pass the Congressionally Mandated Disclosures for OCI process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Education and Certifications Required: AFC, CFP, or ChFC. Preferred: None specified. Salary and Benefits Salary minimum: $58,440. Salary maximum: $93,500. Salary may vary by location and experience. The position may be eligible for short‑term incentives and a comprehensive benefits package. Equal Opportunity Employer Magellan Health, Inc. is a proud Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. Security Clearance Every employee must understand, comply with and attest to the security responsibilities and controls unique to their position, and comply with all applicable legal, regulatory, and contractual requirements. #J-18808-Ljbffr Magellan Federal
$47.84k - $64.48k
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ...Location(s): ~5522 Balboa Ave., San Diego, CA 92111 ~3505 Sports Arena Blvd., Suite...PersonalFull timeWork experience placementFlexible hours- ...Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market San Diego, California To proceed with your application... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$90k - $105k
Overview The Financial Analyst position plays a pivotal role supporting the company’s main... ...mistakes; does not misrepresent self for personal gain; accountable for own actions and... ...Office products: Word, PowerPoint. Location San Diego office Employment Type Full‑Time...PersonalFull timeWork at office- ...Job Description Job Description Associate — Finance (Banking: Lender & Borrower Side) Location: San Diego Practice: Banking / Lender & Borrower Side Experience: Minimum 2 years Type: Full-Time Direct Counsel represents an AmLaw 100 firm seeking a...SuggestedFull timeWork at office
$40k - $120k
North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed...SuggestedWork experience placement- Troutman Pepper Locke's Finance & Banking practice group is seeking a junior attorney to join our Fund Finance team in the San Diego office. Candidates must be licensed in good standing with the California State Bar. No specific prior fund finance experience is required...Work at office
- Falcon PG is seeking ambitious individuals in San Diego, CA to join our finance-focused team as Financial Representatives. The role emphasizes structured training, mentorship, and a path to leadership advancement within the financial services industry. As a Financial Representative...
$75k - $125k
...thrive. As a premier California-focused financial services company dedicated to serving... ...Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County... ...and businesses. These services include personalized investment strategies, financial planning...Work experience placementWork at officeFlexible hours- A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5-10 years in wealth management, alongside necessary...
- The Western and Southern Life Insurance Company seeks a Financial Representative in San Diego to serve local clients with tailored financial solutions, including life insurance and other offerings. You will assess needs, present suitable plans, and help clients protect...Local area
- ...Join our expanding team in Southern California. As a Sagient financial advisor, you'll assist clients in identifying and achieving their... ...Residual income Subsidized health benefits Customized personal business planning Full marketing, prospecting, and...PersonalFull time
$1,000 per week
...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. mandatory mandatory mandatory... ...mandatory mandatory mandatory mandatory mandatory. Location SAN DIEGO The Mandates Our field offices welcome candidates with...Full time- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... ...domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, Our Mission...Personal
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$60k - $120k
...internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow... ...benefits designed to help our team members balance their personal and professional life commitments. These include options...PersonalTemporary workWork at officeImmediate startFlexible hours$85k - $120k
...to progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update, analyze... ...databases. Maintain and troubleshoot connections for client personal financialwebsites Strategic Involvement & Support Mergers and...PersonalTemporary workWork at officeLocal areaFlexible hours$155.6k - $233.4k
...of something bigger than yourself. Every person, in every role, has the opportunity to... ...Associate Director, Strategic FinanceLocation: San Diego (Hybrid) or Foster City, CA (Hybrid)This... ...position independently coordinates the financial analysis, modeling, and accounting...Full timeWork at officeLocal areaRelocation packageMonday to Friday2 days per week3 days per week- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with an advisory team committed to their needs. Trust is...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$150k - $300k
...their time consulting and closing, not cold prospecting. Our San Diego team is based in our Banker Hill office, located next to Balboa... ..., text, and email Consult with clients to understand their financial situation and recommend the right loan product Guide clients...Hourly payFull timeWork at officeLocal area$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...City - 235 E 8th St - NATIONAL CITY BC (CA0113), US - CA - San Diego - 605 Saturn Blvd - SOUTHLAND PLAZA BC (CA0227), US - CA - San...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- BCG Attorney Search in San Diego seeks a junior attorney to join its Fund Finance team. The ideal candidate is licensed in California and in good standing, with a strong interest in transactional law. You will collaborate with senior attorneys on financing transactions,...Full time
- Investment Executive (Financial Advisor) Accountable for overall production, coaching, training... ...and opinions, elevating concerns, and personally following policies and procedures as... ...on our Careers page. LOCATION — San Diego, California 92101 Fifth Third Bank, National...
$135k - $170k
Troutman Pepper Locke is seeking a junior attorney for our Fund Finance team in the San Diego office. The role emphasizes transactional work with strong growth potential for recent graduates. Candidates must be licensed and in good standing with the California State Bar...Work at office$147k - $196k
...thrive. As a premier California-focused financial services company dedicated to serving its... ...Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register... ...policy not to discriminate because of a person’s relationship or association with a protected...Work experience placementWork at officeLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$82.5k - $123.7k
...of something bigger than yourself. Every person, in every role, has the opportunity to... ...thought possible.Position Summary:The Senior Financial Analyst - Manufacturing role leads... ...needed. The individual must reside in the San Diego area and be able to commute to our corporate...Full timeWork at officeLocal areaMonday to Friday2 days per week3 days per week- ...International Tax Director | San Diego, CA A career move with a clear path to Partnership There are public accounting firms where... ...you would expect from a leading CPA practice with a more personal, partner-led approach to client service. As the firm continues...Personal
$26 - $33 per hour
On-Site | San Diego, CA Senior Relationship Banker On-Site | San Diego, CA Compensation: $... ...Relationship Banker , you’ll serve as a trusted financial resource for members by opening accounts... ...job applicants, of the categories of personal information we collect and the purpose...PersonalHourly payWork at office- Our client located in central San Diego, CA has an immediate opening for a talented .NET/Angular Engineer! This is a fantastic opportunity... ...technology. If you are looking for a company with culture, personal and professional growth potential, and a creative atmosphere -...PersonalImmediate startRemote work
$30 - $35 per hour
.../Home Health Aide - (Bath Visit/Home Assessments) Location: San Diego, CA Job Type: Part-time Salary: $30-$35 per visit Job... ...Health Aide, you will play a crucial role in providing essential personal care services to individuals in the comfort of their homes or...PersonalPart timeFlexible hours
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